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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,413 | $176,120+75.7% | $159,487+94.0% | $167,553+84.7% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 18.25% | 331.95%-313.7pp | 263.71%-245.5pp | 478.89%-460.6pp |
| Employer contribution / active EE | $23,679 | $5,299+346.8% | $4,831+390.1% | $4,840+389.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |